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Estate Planning

Do you have a plan for who will take care of you and manage your finances when you are sick or unable to take care of yourself? Have you decided who will get your house, your money and other assets when you die? This process is called estate planning.

As external influences or personal circumstances change, effective wealth planning is consistently sustained through diligent management, the highest fiduciary standards of service, and proactive counsel.

Equally important, we share our technical knowledge and deep experience with your other advisors, thoughtfully and collaboratively applying our resources to further your goals and ensuring a comprehensive wealth management plan.

Our solutions:

  • Fiduciary Services
  • Wealth Protection and Transfer
  • Philanthropy
  • Asset-Specific Analysis & Planning
  • Estate Settlement and Administration
  • Family Governance

What is Estate Planning?

An “estate” is the collection of property and interests you leave behind after you die, or after you have become incapacitated and can no longer manage your affairs yourself. Estate planning is simply the process of anticipating these events and taking the appropriate steps so that you might be prepared for what is to come. At Waterview Capital, we like to think of estate planning as risk management.

Estate Planning Instruments

Estate plans use a variety of tools to accomplish your goals. Although individual plans differ significantly, your plan will likely include tools such as:

  • Last Will and Testament - A will is one of the more basic estate planning tools available, but it’s also one of the most important. A properly drafted last will and testament gives you the ability to make a number of important choices. Through your will, you can make inheritance decisions, choose a representative to manage your estate, and choose a guardian to care for minor children should you die prematurely.
  • Revocable Living Trust - One of the more popular estate planning tools in recent years, revocable living trusts are essential if you want more flexibility in your legacy plan. Designed to work in conjunction with a last will and testament, a revocable living trust also affords you some protection should you become incapacitated.
  • Powers of Attorney - Not every estate planning decision you make will involve deciding on what you want to happen to your property after you die. A power of attorney is a tool that gives you the ability to name an agent to represent your interests while you are still alive. Whether you need an agent to represent some of your interests now, or would like someone to be there in the event that you are incapacitated, powers of attorney allow you to select someone of your choosing.